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| Happy Holidays!! thanks for using AUM13F!! |
| Aull & Monroe Investment Management Corp
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| CRD # | 104830 |
| SEC # | 801-35841 |
| CIK # | 0001387615 |
| AUM | $329.1 M (2025-05-02) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 251-342-3339 |
| Address | 3658 College Ln S Mobile, AL 36608 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 7.6 | ||
| Caterpillar Inc | 7.1 | ||
| Southern Co | 7.1 | ||
| Deere & Co | 6.7 | ||
| CME Group Inc | 6.2 | ||
| Microsoft Corp | 4.9 | ||
| Automatic Data Processing Inc | 4.8 | ||
| Duke Energy Corp | 4.6 | ||
| CSX Corp | 4.6 | ||
| Johnson & Johnson | 4.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 33.5 |
| (b) Individuals (high net worth individuals) | 63 | 267.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 19.2 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 9.4 |
| (n) Other | 0 | 0.0 |
| Total | 426 | 329.1 |
| By Discretionary | ||
| Discretionary | 426 | 329.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 426 | 329.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 329.1 | |
| Total | 426 | 329.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001387615] |
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